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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


September 2017
01: What Is Reasonable Production Potential
03: Weekend Notes (Canola, SpWht Protein, Canary)
06: Highlights Stat Can
06: Canada Durum Supply Demand
06: Canada Wheat Supply Demand
07: Barley, Oats, Rye Supply Demand
07: Algeria Buys Durum
08: Lentil Images
08: Flax Canola Supply Demand
13: Stat Can Model Based Survey
13: Wheat Notes
14: Comment on CWRS Protein & Marketing
14: Charts Production Exports Stocks
15: Comment on Durum Lentil Pea Quality
16: Simplified Green Lentil Supply Demand
18: Malt Barley Comment
19: Highlights Stat Can Model Based Report
19: A Take on W Canada Soybean
20: Sales Recap


August 2017
08: Notes
09: Views (Part 1 Grains)
09: Views (Part 2 Oilseeds and Pulses)
11: Urea Comment
13: Aftermath USDA
15: Crop Note
16: Price & Trend Ideas
21: Notes (Pulse, wheat, oilseeds, durum)
23: Pulse Tension
24: Notes (Biodiesel, Durum)
28: Marketing Hierarchy
29: Wheat Note
31: Initial Highlights Stat Can Report


July 2017
01: July 0117: Canada Durum Supply Demand
01: July 0117: Canada wheat supply demand
01: July 0117: Canada Flax Supply Demand
02: July 0217: Canada Canola Supply Demand
02: July 0217: Canada Oat Supply Demand
02: July 0217: Canada Rye Supply Demand
02: July 0217: Canada Mustard Supply Demand
02: July 0217: Sunday Night Weather and Comments (% Canada crop at risk)
03: July 0317: Canada Lentil Supply Demand
03: July 0317: Canada Field Pea Supply Demand
06: July 0617 Canola Blurb
07: July 0717: Market Obervation (Pulse too)
12: July 1217:: USDA Report What Caught My Eye
18: July 1817: Wheat Update
18: July 1817: If Canada 2018 Seeding Happened Today
19: July 1917: (Favorite Commodity to Buy, Urea, Durum)
21: July 2117: Western Canada Crop Status
23: July 2317: Broad Market Comments
27: July 2717: Servicing Cash Flow Needs
28: July 2817: Update - Saskatchewan Crop Conditions vs Final Yield


June 2017
01: June 0117: Spring Wheat Update
01: June 0117: Canola Update (1 pager - bias shift)
01: June 0117: Map of Dry Areas that Need Rain
05: June 0517: Western Canada Weather Update
06: June 0617: Durum Supply Imperfections Building
07: June 0717: On Wheat Marketing
08: June 0817: Broad Commodity Comments Part 1
09: June 0917: Broad Commodity Comments (Part 2)
12: June 1217: Evening Comments (Weather, CAD, Spring Wheat, Rye)
14: June 1417: More on Spring Wheat
16: June 1617: Urea Update
16: June 1617: Latest on Weather, Perception, Reality & Risk
20: June 2017: Morning Comment
21: June 2117: Wheat Update
21: June 2117: Durum Observation
27: June 2717: Trend Yields
28: June 2817: Market Observation (includes spring wheat)
29: June 2917: Highlights Stat Can Acreage
29: June 2917: Preliminary Pulse by Type Comments
29: June 2917: More on Acreage
29: June 2917: Does Saskatchewan Crop Conditions Today Reveal Anything on Final Yield
30: June 3017: Canada Barley Supply Demand (and short story justifying trend bias)
30: Jun3017: Highlights USDA Report (1 hr after release)









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